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A4 Wealth Advisors’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

A4 Wealth Advisors’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,450
Closed -$232K – 179
2025
Q3 		$232K Buy
+4,450
New +$231K 0.2% 151

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

A4 Wealth Advisors's DCRE Position: Q4 2025 in Review

A4 Wealth Advisors sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2025, closing a stake of 4,450 shares — an estimated $232K sold.

A4 Wealth Advisors first reported a position in DCRE in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 63 funds tracked by Wall St. Rank hold DCRE as of Q4 2025.

  • A4 Wealth Advisors reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q4 2025 after selling out during the quarter.
  • A4 Wealth Advisors sold 4,450 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2025, an estimated $232K.
  • A4 Wealth Advisors first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2025 and held it in 1 quarter.
  • A4 Wealth Advisors's DoubleLine Commercial Real Estate Debt ETF position peaked at $232K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.